Accounting

We provide customized accounting solutions with a streamlined process built around your needs and preferred reporting frequency. With quarterly tax deadlines in mind, our expert team is equipped to manage all your accounting requirements, adapting to any significant changes in your numbers.

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Monthly/Quarterly/Annually

Our monthly & quarterly accounting rates start at $300 and billed per hour thereafter.

Process Automation

We design a customized system and technology stack to streamline your accounting and tax tasks, freeing you to focus on growing your business.

Payroll Compliance

We partner with several payroll providers to ensure you are fully compliant with all your payroll needs.

Sales and Use Tax

We offer expert guidance and preparation for sales tax tailored to your state's regulations and nexus requirements.

Tax

Taxes don't have to be daunting. Let us handle your tax preparation to ease your worries. We aim to clarify the tax code for our clients, helping you keep more money in your pocket.

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Individual Income Tax

Form 1040

Business Income Tax

Forms 1120, 1120S & 1065

State Income Tax

All state filings

Estate Tax Returns

Form 706

Gift Tax Returns

Form 709

Non-Profit Tax

Form 990

Tax Specialties

Individual Income Tax

We maximize your deductions and simplify your tax filing to keep more of your hard-earned income.

Cryptocurrency & Financial Assets

Our experts ensure accurate reporting and tax optimization for your crypto transactions and investments.

Real Estate Investors

We help landlords and investors save with tailored tax strategies, including 1031 exchanges and qualified opportunity zones.

Health Care

Our financial solutions streamline billing, compliance, and reporting for healthcare businesses, empowering efficient operations and patient-centered care.

Start-ups

We provide tax planning and entity selection to help startups grow efficiently and stay compliant.

Small Business Taxes

Our customized tax solutions help small businesses minimize liabilities and maximize deductions.

Non-Profits

We ensure compliance with 501(c)(3) regulations and streamline Form 990 filings for your nonprofit.

IRS Compliance & Audit Support

We represent you during IRS audits and resolve tax issues with confidence and expertise.

Advisory

Our Advisory Services offer an array of analysis suited to your needs. Whether you're just in the startup phase or have been around decades, our team has extensive experience working with clients of all varieties. Our approach starts by asking one important question: What are your goals?

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CFO Advisory

We deliver strategic financial guidance, including budgeting, forecasting, reporting, and risk management, customized for businesses without a full-time CFO. Our scalable, expert-led services support growth, compliance, and confident decision-making on a part-time or project basis.

Business Consulting

Our tailored consulting services analyze your operations to streamline processes, boost revenue, and reduce costs, ensuring maximum profitability through expert number-crunching.

Technology Stack

Tired of slow data insights holding you back? Our expert analysis will optimize your systems for swift, impactful decision-making.

Investments

Planning for a rainy day, retirement, or education? We collaborate with over 50 expert advisors to fulfill all your investment goals.